The heart of the firm—how Clio helps small law firms collaborate, communicate, and more

When opening Brooks & Baez, a boutique litigation firm, Jesse knew he needed to invest in the right technology. Prior to using Clio, many of Jesse’s tasks were handled manually—including client intake and invoicing—and he was using software that did not have any billing features. The inefficiencies that came with so many manual processes caused frustration for Jesse and made it more difficult for him to follow up with his clients.

So, after hearing about Clio through the grapevine, Jesse took a shot on adopting new software with the hope that it could keep up with his small but busy law firm. After one-and-a-half years of working with the software, Jesse “wouldn’t dream of leaving Clio.”

How Clio keeps up with Jesse’s busy practice

1. On-the-go access to everything your firm needs

As a litigator, Jesse often works on the go. Whether at the courthouse, a deposition, or a client meeting, Jesse can keep track of his work and handle routine jobs like billing and delegation using Clio’s mobile app.

2. Efficient intake process

Jesse’s previous firm used a paper-based intake system. Before retaining a client, Jesse would have to go through page after page of paperwork with the client, obtaining information and requesting documents. It was not a valuable use of time for Jesse or his clients.

Now, with Clio Grow, clients can conveniently provide the information Jesse needs before they come in for their first appointment. That way, Jesse has all of the information at initial client meetings and can focus on helping prospective clients instead of working through paperwork with them.

3. Streamlined client correspondence

Lawyers are familiar with the pain of a full inbox—thankfully, Clio makes it easy to share documents and information without engaging in an endless, back-and-forth email chain. As Jesse notes, it really helps with client communication. Clients can easily drag-and-drop requested files into a folder for their attorney via Clio for Clients.

4. The heart of the law firm – bringing the Brooks & Baez team together

By using Clio’s cloud-based software, Jesse’s team can confidently update cases from anywhere. Clio gives all staff access to the same information and helps ensure that no task or detail is missed.

What’s next for Brooks & Baez?

Jesse hopes to see Brooks & Baez grow to include four or five attorneys but notes “we’re not trying to be the biggest law firm in town.” He plans to continue growing his client base and to hire more attorneys to assist with files.

Regardless of what the future holds, Clio’s technology and support team will be there to keep his firm connected every step of the way.